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| − | <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Create_Transaction_Classes|Previous]] | [[ChamberMaster_Billing-Create_Recurring_Member_Invoices|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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| − | <span>[[ChamberMaster_Billing-Getting_Started|Getting Started]]</span> : <span>[[ChamberMaster_Billing-Transaction_Classes|Transaction Classes]]</span> : Assign Transaction Classes to Transactions</div>
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| − | <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0BLB0HA">Assign Transaction Classes to Transactions</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ALB0HA">Once </span><span style="font-family: Calibri; font-size: 11pt;">Transaction Classes are created</span>, a selection will appear automatically on transaction screens to assign to your invoices, sales receipts, credits, write-offs and invoice discounts.</div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06KB0HA">Access the desired transaction screen for creating invoices, receipts, credits, write-offs, or invoice discounts.</span></div></td>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05KB0HA">Select the desired transaction class that should be assigned to this transaction.</span></div></td>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E04KB0HA">Note: For batch transactions, such as a Monthly Renewals and Event invoices batch, a single transaction class is assigned to all invoices in that batch. See Figure 1-17a below. When creating individual transactions, a unique transaction class may be assigned to each item. See Figure 1-17c below.</span></div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03KB0HA">Save the transaction.</span></div></td>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02KB0HA">The transaction class is now assigned to this transaction and is available to view on associated reports and will be included in the Journal Entry Export report.</span></div></td>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E01KB0HA">[[Image:ChamberMaster_Billing-Assign_Transaction_Classes_to_Transactions-CMBilling.1.038.1.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0ZKB0HA">Figure 1-17b Sample Invoice batch with class assignment example</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0YKB0HA">[[Image:ChamberMaster_Billing-Assign_Transaction_Classes_to_Transactions-CMBilling.1.038.2.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0XKB0HA">Figure 1-17c Sample individual event invoice with class assignment on individual items</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0WKB0HA"> </span></div>
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